Filed September 15, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $68,486 |
FINANCIAL ENGINES9+ years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089 | Advisory (Participants) | $32,286 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,734 | $69,823-7.3% | $77,163-16.1% | $74,419-13.0% |
| Participation rate | 91.9% | 70.0%+21.9pp | 69.6%+22.3pp | 70.7%+21.1pp |
| Annual return | 15.56% | 19.98%-4.4pp | 37.87%-22.3pp | 34.38%-18.8pp |
| Employer contribution / active EE | $3,573 | $2,150+66.2% | $2,535+41.0% | $2,637+35.5% |
| Participant deferral / active EE | $4,189 | $3,558+17.7% | $3,833+9.3% | $4,528-7.5% |
| Admin fee / account holder | $129 | $398-67.5% | $5,472-97.6% | $348-62.8% |